Our complete qualified plan proposal system offers you complete flexibility in plan design (including side-by-side proposals) for all types of qualified plans.![]() |
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Our complete qualified plan proposal system offers you complete flexibility in plan design (including side-by-side proposals) for all types of qualified plans. Kept up-to-date with the latest industry trends and legislative developments, it includes these easy-to-learn, easy-to-use features:
Unique data input screens automatically display only the items needed for the type of plan selected - providing you clear, concise proposals. Plus, you can produce side-by-side comparisons to illustrate up to five distinct plan designs. Plan designs available include: